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Mastering QuickBooks 2025

You're reading from   Mastering QuickBooks 2025 Bookkeeping for small businesses with US QuickBooks Online

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Product type Paperback
Published in Dec 2024
Publisher Packt
ISBN-13 9781836649977
Length
Edition 6th Edition
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Toc

Table of Contents (20) Chapters Close

Preface 1. Part 1: Setting Up Your Company File
2. Getting Started with QuickBooks Online FREE CHAPTER 3. Company File Setup 4. Customizing QuickBooks for Your Business 5. Managing Customer, Vendor, and Products and Services Lists 6. Part 2: Recording Transactions in QuickBooks Online
7. Managing Sales Tax 8. Recording Sales Transactions in QuickBooks Online 9. Recording Expenses in QuickBooks Online 10. Part 3: Managing Employees and Contractors
11. Managing Employees and 1099 Contractors in QuickBooks Online 12. Part 4: Closing the Books and Handling Special Transactions
13. Closing the Books in QuickBooks Online 14. Handling Special Transactions in QuickBooks Online 15. Part 5: Integrating E-Commerce Platforms and Advanced Inventory Management
16. Integrating E-Commerce Platforms with QuickBooks Online 17. Advanced Inventory Management 18. Part 6: Online Bonus Content
19. Index

Giving other users access to your QuickBooks data

The ability to give other users access to your data is one of the many benefits of using QBO. Except for QBO Advanced, which includes three accountant users, the other QBO subscriptions include access for two accountant users and access for one or more additional users. There are two main groups that users fall into: billable roles and non-billable roles.

Billable roles count towards your user limit. For example, QBO Plus is limited to 5 users. Billable roles count toward this limit. There are eight billable roles that you can create in QBO:

  • Standard all access
  • Standard no access
  • Accounts receivable manager
  • Accounts payable manager
  • Standard limited customers and vendors
  • In house accountant
  • Company administrator
  • Primary administrator

Non-billable roles do not count toward your user limit. For example, if you give a contractor Track time only access, that access would...

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